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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-20 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Ponte Vedra Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bolin Wealth Management, Llc | Charlottesville | VA | 06/2015 | 02/2017 |
| Nvr Ryan Homes | Charlottesville | VA | 02/2017 | 03/2021 |
| University Of Virginia Credit Union | Charlottesville | VA | 03/2021 | 07/2022 |
| Ovm Financial | Jacksonville | FL | 07/2022 | 04/2024 |
| Assetmark Financial Holdings, Inc | Ponte Vedra Beach | FL | 04/2024 | Present |
| Assetmark Brokerage, Llc | Ponte Vedra Beach | FL | 10/2024 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 04/2024 - 160 HRS / MONTHLY - BUSINESS DEVELOPMENT CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-10 |
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